BUG - Change from Potential Customer to Account for Oppty convert to Work Order
When converting an opportunity from Opportunity to Work Order you are reading from the Potential Customer field. You should not be using this field any more. Sometimes the Potential customer gets stuck on contact, and then you get an error when trying to convert. Please use the Account field o...
Allow for Completed Bookings to Keep Work Order Open
Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...
Write-In Products for Work Order Products
Please could you include the option to add 'write-in' products as Word Order Products, in the same was as can be done on Invoices. The business rationale for this is that there can be items that aren't individually stock controlled, but the business would still like to add to invoices. Having ...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and, if we get more feedback and votes, we may consider it in the future.
Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service
Ability to roll up multiple Work Orders into one Invoice
All of our customers have asked for the ability to roll up multiple Work Orders into one Invoice for their clients. A lot of their clients have many Work Orders throughout a single month, and they would prefer to have one Invoice for all of them as opposed to one Invoice per Work Order. Ideall...
Thank you for your feedback.
We think this idea is interesting. If this idea gains more votes, we'll look more closely into what it would take to deliver this feature.
One area we'd be interested to understand in more detail is whether these customers are using an ERP system to handle their more complex invoicing requirements. It would seem like a simpler ask to satisfy once the data from FS is integrated into a financial system.
As always, we really appreciate your feedback. Keep the suggestions coming.
Thank you,
Jason Cohen
PM, Microsoft
Enable/Disable Overtime calculation
The current overtime calculation is not equivalent to standard Payroll guidelines. Overtime is assigned when travelling or in progress time occurs outside the assigned work hours. Overtime should occur when an employee works more than 40 hours in a given week, regardless if that is inside or ou...
Create Work order from Power BI system dashboard
With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...
Thanks, Rakesh. I think this idea could make sense. Before we commit to doing work on this concept, we'd like to see how the community feels about this concept. Let's give it some more time to collect more votes.
Thanks, again.
Jason Cohen
PM, Dynamics 365 Field Service
Add option to Work Order Type to get Price List from Service or Billing Account
Currently, the work order inherits the Price List value from the Work Order Type assigned. Often, the price list is actually a property of the Service or Billing Account. Recommend adding an option set field to the Work Order Type called "Price List Source" with values 'Work Order Type', 'Bill...
Thank you for your feedback.
We are not considering the suggestion at this time, however, that is because it is already possible to satisfy this with OOTB behavior. Using entitlements, you can drive pricelist application through many different configurations. It will not apply at the WO level, but will apply at the specific WO Product or WO Service levels. It will even allow variable application with different pricelists applying to different WO lines based on their unique applications.
We sincerely hope you'll look into this existing feature as we believe it will allow this capability and much more complex scenarios.
Sincerely,
Jason Cohen
PM - Dynamics 365 Field Service
Add a completed y/n flag on the WO Incident
In case of managing multiple incidents on a single WO, the follow-up resource could not track what incidents were solved from the first visit, and what were not due to the following : 1-First visit resource can not complete the WO as only 1 incident has been solved and the work is not done 2-T...
Thank you for your feedback. As this may not align to how a significant portion of our customers manage their work, for now, we will not implement this at the product level. Further, if this is important to how this is managed for a specific implementation, it is a simple enough addition to add.
Sincerely,
Jason Cohen
PM, Microsoft.
Put weather data in the work order
As much of the work is done outdoors, and we know the date, time and geolocation of the work, we should show a "Card" with the target location weather, at the least. Many of our customers will not perform outdoor work during thunderstorms, or when temp is too hot or too cold. Having this weath...
Thanks, Pierre.
We think this is a potentially good idea. Let's see if this gets more votes. Please campaign for this one as we think it makes sense but we'd like to see what the community thinks.
Thanks,
Jason Cohen
PM, Microsoft.
Anomalous Work Order Identification
Use machine learning to highlight Work Orders which are significantly outside of the norm is some way (Price, Duration, Number of bookings, etc.) to allow organizations to look at a select list of work orders which may yield both opportunities for an organization to learn how to improve their ...
Administrator
Thank you for reaching out.
Your suggestion seems like it may be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937). If this is a bug, we would love to get it addressed.
Sincerely,
Jason Cohen
PM, Microsoft.